Wealthica vs Brim

Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. -- NET WORTH TRACKING -- Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities. -- UPDATED DAILY -- No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily. -- TRANSACTIONS -- All your transactions from all your bank and investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag. -- HOLDINGS -- View all your investment holdings in a single list. Categorize and review the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio. -- COMPATIBLE WITH WEALTHICA WEB -- The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups section to discover new reports and advanced features. Share your data with trusted family members, advisors, or other financial professionals. Export your data to Google Sheets or Excel and instantly automate your financial spreadsheet from the web. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments. -- SUPPORTED FINANCIAL INSTITUTIONS -- Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us! INCLUDING THE FOLLOWING: E*trade from Morgan Stanley, Robinhood, Interactive Brokers, Bank of America, Citibank, Wells Fargo, TD Bank, Bank of America, Merill, Morgan Stanley, Marcus by Goldman Sachs, Goldman Sachs, JP Morgan Chase, Fidelity, eToro, Vanguard, Wise, Chime, SoFi, Betterment, NorthOne, PayPal, M1 Finance, Axos Bank, Edward Jones, Binance US, Coinbase, Kraken, Bitstamp, Gemini, Crypto.com, Metamask -- PRIVATE AND SECURE -- Your privacy and security is our top priority. Thousands of users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties. Terms of Service: https://wealthica.com/terms/

Apply Now to Become a Member Today. Your All-In-One Credit Card: + Earn unlimited and uncapped rewards on your purchases. View Brim Reward offers directly in Brim Marketplace and earn even more with our partners. + Redeem your rewards on anything. Yes, anything. $3.00 cup of coffee? Done. $100 pair of shoes? Yup. $700 flight? You got it. Just swipe left on the transaction. + Set up security the way you’d like it. Lock your card completely, block foreign transactions or block online transactions when you’re not shopping online. All with just a tap. + Upload your Brim card to Apple Pay, Google Pay, Samsung Pay, Fitbit Pay and Garmin Pay. + Access over 1M hotspots around the world for free with Boingo Wi-Fi. + Enjoy 0% foreign transaction fees on your purchases online & abroad. + Receive real-time push notifications on approved purchases. Plus, notifications if your card is declined when card lock is on. + Set up smaller monthly payments on your purchases over $500 directly in the app with Installment Pay. Just swipe on eligible transactions. + Add additional family members to your account and set monthly spending limits. Download the Brim App and apply to become a member today! Have feedback or require support? Get in touch with us by emailing support@brimfinancial.com. We look forward to hearing from you! *Mastercard and the Mastercard Brandmarks are registered trademarks of Mastercard International Incorporated, used under license.